Nordstrom Inc. (JWN)

I am growing more negative on retail given a number of factors discussed below. I see an immediate shorting opportunity. Of grave concern is the continued rise in interest rates (which may accelerate in the weeks ahead), particularly in LIBOR, upon ...

For a host of reasons I expanded my retail shorts yesterday. I like this trade based on the following rationale expressed in my Diary on Tuesday:  * I am bearish on the US stock market for the balance of 2018. * Retail share prices have risen apprec...

I am moving into a larger retail short now based on the following considerations: * I am bearish on the US stock market for the balance of 2018. * Retail share prices have risen appreciably since the last half of 2017. * The Administration's tax bil...

The Nordstrom family has proposed a $50 going private transaction for the retailer which has been rejected by the special committee It is now up to the family to determine if they will raise the offer. I had expected a low bid I suspect retail will ...

As night follows day, investors got bullish on the retail sector early this week - but only after an amazing run higher since November/December. Why not? Their charts looked great and comps were beating expectations. But, to me this was a "first lev...

"Just one more thing." -- Lt Columbo Nordstrom missed expectations and the shares are -4% in after market trading. The company just specifically said that it will not respond to the company's privatization plans. Here is the conference call link. I ...

I have been concerned about a likely low price -- if achieved -- in the Nordstrom buyout. And the possible ramifications on retail stocks (I have sold out my and holdings on the recent strength). According to the New York Post the financing is not a...

Nordstrom shares turn negative after gapping higher. As I mentioned earlier I expect both and to follow suit.

On today's early and sharp ramp in retail stocks I have sold out the balance of my and longs. (I remain concerned about a possible low takeout price which could adversely impact the group over the short term.)  I would be a buyer of both stocks in a...

Late last week I reaped much of my profits in the retail space -- reducing large holdings in Macy's and Dillard's . After speaking to the companies and further research I wanted to update the fourth quarters that will shortly be released -- remember...

I'm further reducing my long of Dillard's to a small-sized position from a previous medium-sized one. Similarly, I'm taking down my stake in Macy's to medium-sized from a current large-sized. In both cases, I'm taking advantage of a rally in retaile...

Reuters is reporting that the majority shareholders of Nordstorm are finalizing an offer to take the company private. This should put a bid under other retailers, particularly Macy's and Dillard's . However, I suspect that Nordstrom's takeout price ...

That Was The Week That Was "That was the week that was, its over let it go..." - Millicent Martin https://www.youtube.com/watch?v=LS8ac4catVk TGIF. The market's advance today, this week and this year continued unabated. As Jim "El Capitan" Cramer ch...